Zoho CRM Workflow rules "Contains"
Hi, can someone provide details and documentation on how exactly does the "Contain" check works in workflows in Zoho CRM? For example, I would like to check: - Is case sensitive? - Does it search if the term is contained within words? For example, if
Data Collected by Email Insights
This is a subject that Customer Support keep skirting round, so I thought I should ask the community: What data is actually collected through the embedded pixel added into emails through the Email Insights function? Insights is an all-on or all-off facility,
Adding a contact to an existing Account
How do you add a contact and not have to keep adding the address information. We want to add contacts to account rather that cloning individulas contacts.
Cost plus markup should be included on quote module
There is no way to have the cost listed on a quote and mark it up. The system only allows for discounts which does not work for the service industry. We need a way to have product data to have cost field and price field. Having two price fields is necessary
Re-sending mass email to those who have not opened them
Hello, I am trying to figure out how to send a mass email in ZOHO CRM to the leads that have not opened the last email. I can create a report for this and find out who opened and who have not. However if my list is too long, this is too time consuming.
Function to search for a record made between today and 4 weeks ago
Hi, I have a module called 'Illnessregistrations' which contains illnessregistrations of employees. When a new record (so new illnessregistration from an employee) is made in this module, I want a function to search if that employee has already another
Z CRM - Contact list page Load forever, only for one user!
Hi, one of our user has a problem. When she click on the top menu "Contact" to view the list of the contacts, this page doesn't load. All the other module are working fine. The page try to load, but never load. It's like she does not have the right to
Need Help with Lead and Note import
Summary: I can't get the Notes import by parent entity ID to sync up with the parent Lead. Details: I am migrating data from an MS Access database that we use as a CRM currently. I want to import our Leads and their call log history. I was putting the
18-26 seconds to Open a a Deal or Lead in ZohoCRM. Is this Normal?
I'm curious how long it takes others in the community to open a "Deal" or a "Lead" and have the page load fully? When opening the details of a Deal or a Lead, it takes anywhere between 18-26 seconds to open, and about the same after pressing "Edit". My
Adding a Comment in the Cases module using deluge
Hello, I have created a workflow and associated a function that adds a comment to the identified cases module entry. However the comment appears to be entered by the system admin user and not myself. I was told that there is an update coming on this.
How to add more than 5 tasks to a workflow?
I am new to workflow and have a process that requires more than 5 tasks. Can I do that or do I have to break it down into smaller workflows? I see all of the tasks listed in the tasks tab of workflow. However, when I click on the work flow rule and try to add another task I get a pop-up that says I can only have 5. I'm confused. Thanks Susan Landreth
Image attachment
How to send image from in php form using curl php $newaccess_token = generate_access_token(); $post = [ 'data' => [ [ "Account_Name" => "$fname", "Date_Of_Birth" => "$dob", "Gender" => "$gender", "Email" => "$email", "Mobile_No" => "$phone", "Alternate_number"
Image upload
how upload image with some data in zoho crm api using php curl
Enhancements in user management: Listing and managing subordinates
Last modified on 14/06/2023: The enhancement for listing and managing subordinates is now available for all Zoho CRM users in all DCs. Dear All, We are thrilled to introduce you to an enhanced user management flow in Zoho CRM which involves listing and
Can data between 2 modules be transferred if one of the fields is from a subform?
Hello, I have the following question: if I want to copy some info from a module into a field from a sbform from another module, is it possible to do so? Thanks, Adriana
How to set the focus of the cursor to a paticular field on Load
Hello, Is it possible to set the focus of the cursor to a particular field on load? Thanking anyone in advance. Alan
Merging from a multi-select lookup field
I'm trying to figure out how to merge info into an email utilizing information that comes over in the multi-select lookup field. It doesn't (as far as I can tell) show up as a supported field in the email template I've created. I can merge from a single lookup field, but not multi-select. Please tell me there is a way around this. Thank you.
Work-around for 5 Tasks Workflow Limit
As a Realtor, I'm trying to keep track of all the tasks needed between offer and closing. I currently have 23 tasks I would like to automatically assign to a Potential when the status is "Under Contract." Since Zoho limits the number of tasks per workflow
Update a Deal Stage after a Contact Update from Forms
Hello, I have a business flow I need to configure on Zoho CRM but I'm stuck. I tried workflows (partially successfully) and now I'm trying Flows for the first time (completely stuck). Maybe the experts out there can help me: Business Flow: We will send
Attach file/document during the transition of Blueprint and send them in email as an attachment
Hi Guys, I hope you are doing well. We use blueprints a lot in our organization, and honestly, it is one of the great features Zoho has. However, we are missing a few pieces in it and I am pretty sure it would be helpful to other users as well. So here
Formula Fields Not Updating After Workflow
I have a workflow that triggers a function to update a certain field. I then have a few formula fields dependent on that field. All formula fields that depend on the updated field from the workflow do not update until I refresh the page. Is this expected
How to export 4500 contacts?
Good afternoon, tell me, please, how can I unload Contacts and Deals. 4600 contacts and 3077 deal. Can you help me?
Best practice : when to convert lead to Deal
Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead or
How to calculate dates depending on certain fields?
I am looking for a way to calculate a due date in the Invoices module depending on the value in the dropdown/select "Payment Term" (in this dropdown I have the values 30 days, 50 days and 60 days). So the thing is, I added a formula field in the Invoices
Send Facebook Facebook Lead Ads As a Recurring Email
Hi, Does anyone know how we can send all Facebook Leads collected in Zoho as an email every Monday and Friday. Regards, Jeevi
I canceled my account months ago and you keep charging me
I canceled this account months ago and you have been charging me non stop. Refund my money. NOT HAPPY!
How Do I Find the Zoho CRM Attachments Related List using workflow
I'm trying to create a workflow for "whenever an attachment is added to the lead, that leads should be converted to contact of a particular account" but I'm getting all fields but not for attachment. Is it possible?
How to edit the mobile view of my templates?
Hello, I have created various templates to use from Zoho, but the mobile view is completely distorting and I am not sure how to edit it, or if it is even possible. I would appreciate any help. Thank you.
Closing out a lead
How do you close a lead so it does not show up in sales reps lead list?
Zoho CRM User Experience is so bad
I feel that strongly about how badly designed Zoho CRM is, the user experience is just shocking. Compared to the other CRM systems out there Zoho was last on my list. If they give a crap about their software they need to chat to whoever designed Zoho Invoice and apply those principles.
How to setup round robin rule?
Hello, I want to know how to setup round robin rule? Also I need to know how can we see that the round robin rule is working? Looking forward for your response ASAP! Thanks
Editing Realted list Inside Module Deals
Hi guys, i want to check up if there is any option to edit Related List inside module deals Actually, my intention is that if there is an entry on the Related List that is linked to me for Module Deals Can I change any data in the deal screen? I am attaching
Exporting more than 3000 Account records from Zoho CRM
My client's Zohz CRM contains more than 3000 records. However, for development purpose, I need the accounts list to be imported into a development CRM account. When I try to export from the target zoho CRM account (enterprise version), I only get 3000 records in my export. Is there any means by which the number of exported records be increased by another thousand or so? Would zoho provide a cloning service to create a staging environment by cloning a production zoho CRM account to another Zoho CRM
Leads in contact view
We get multiple leads from the same contact occasionally, is it possible to have a view on the contact page which shows all the leads that have been assigned to that contact, and shows their conversion status?
How do I create a Client Script that takes data from one field and moves it to other fields?
I have a field on a Zoho Form for customers to enter serial numbers to register for extended warranty. They can enter multiple serial numbers into the same field, separated by commas (API: Serial_No_Product_1) I want to set up a Script that will take
CRM Business Messaging
Good day, We have linked our WhatsApp business with the CRM. However, we can not find where to change the profile picture displayed on the WhatsApp chat. Where can I choose the profile picture for the whatsapp Number? Regards
Mailchimp unsubscribes not syncing in Zoho CRM
I am having an issue where I sent out a campaign in Mailchimp and contacts that have unsubscribed in Mailchimp are not showing as unsubscribed in Zoho. How does this work? Is there a step that I am missing or something that is broken? I know that I have
Custom function to check multiple orders
I have a module "Orders" containings orders of companies. The field 'Status' indicated whether this order is active or not. The field 'Enddate' indicates when this order will expire. I have a workflow, which is triggered 45 days before the enddate. This
Way to automatically link Custom Phone Module to Lead Record?
So with all of my fields combined, I believe I will go over the 300 fields unless I create custom modules to lessen them. I am planning on creating a phone module and an address module. I understand the lookup feature, but how can I do this in batch?
How to get the Role Hierarchy's detailed information.
We want to get the Role Hierarchy's detailed information to visualize it in the simplest format. But there is no default functionality present in the ZCRM that can provide us with this data. If anyone has implemented this or has suggestions, then please
Next Page